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Team and roles

Everyone in a workspace has one role. Pick the smallest role that lets someone do their job.

Role For Can
Owner The workspace’s head Everything, including members, roles, buying credits, the compliance evidence pack and whether conversations are kept for the Inbox.
Builder Engineers Build, edit, deploy and delete agents; manage tools, knowledge, policies, quality checks, widget, WhatsApp, Telegram, Slack and API keys; read and reply in the Inbox. Not members, not buying credits.
Billing Finance Buy credits and see usage. Read-only everywhere else. Gets billing alerts.
Viewer Managers, stakeholders See everything and try agents (which uses credits). Changes nothing.
Auditor Compliance See everything, plus the audit log and its export. Can’t chat with agents.

Conversation transcripts in the Inbox are what people wrote to your agents, so only owners and builders can read them, even though the other roles see everything else.

Your company can also have people sign in through its own identity provider, joining the workspace on their first sign-in: see Single sign-on.

backcrew only shows each person the actions their role allows, and refuses anything else.

  1. Open Settings → Members (owners), and enter their email and role.
  2. backcrew shows you an invitation link - copy it and send it to them (email, chat, anything). It’s shown only once.
  3. The link works once, only for someone signed in with that email address, and expires after 7 days. Inviting the same person again replaces the old link.

Owners can invite with any role. If your workspace lets builders invite, they can invite builders and viewers only.

Owners change roles and remove people in Settings → Members. A workspace always keeps at least one owner. A removed person loses access on their next request; the agents they built stay in the workspace.